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SPDR Portfolio S&P 500 Growth ETF

543 hedge funds and large institutions have $6.19B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 201 increasing their positions, 172 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+64
Holders Change %
+13.36%
% of All Funds
9.63%
Holding in Top 10
85
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.84%
% of All Funds
1.51%
New
102
Increased
201
Reduced
172
Closed
29
Calls
$16.7M
Puts
$7.34M
Net Calls
+$9.4M
Net Calls Change
+$4.08M
Name Holding Trade Value Shares
Change
Shares
Change %
NWS
251
Newport Wealth Strategies
California
$1.41M
MFW
252
Mosaic Family Wealth
Missouri
$1.4M +$50.7K +918 +4%
RCAG
253
Rehmann Capital Advisory Group
Michigan
$1.39M -$448K -8,101 -24%
BC
254
Burleson & Co
California
$1.39M -$415K -7,517 -23%
RCA
255
Rowland Carmichael Advisors
Arizona
$1.38M -$25.1K -454 -2%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$1.35M +$101K +1,835 +8%
SFS
257
Sowell Financial Services
Arkansas
$1.35M +$188K +3,395 +16%
MUAMU
258
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.33M -$7.52M -136,000 -85%
IRC
259
Investors Research Corp
Georgia
$1.32M +$2.43K +44 +0.2%
CFGS
260
Concourse Financial Group Securities
Alabama
$1.31M -$27.1K -490 -2%
Millennium Management
261
Millennium Management
New York
$1.31M +$1.31M +23,669 New
CWA
262
Centennial Wealth Advisory
Michigan
$1.25M +$1.25M +22,606 New
TIA
263
Traphagen Investment Advisors
New Jersey
$1.24M -$99.5K -266 -7%
HAS
264
HBW Advisory Services
California
$1.18M +$76.5K +1,383 +7%
FIM
265
Fernwood Investment Management
Massachusetts
$1.14M
FMWA
266
Forvis Mazars Wealth Advisors
Missouri
$1.13M +$823K +14,887 +268%
PFA
267
Pinnacle Family Advisors
Missouri
$1.13M +$1.13M +20,363 New
LA
268
LexAurum Advisors
Kansas
$1.12M +$27.7K +501 +3%
GSWM
269
Golden State Wealth Management
California
$1.1M -$30.9K -559 -3%
MGIA
270
Moneta Group Investment Advisors
Missouri
$1.09M -$9.34K -169 -0.8%
PC
271
Permanens Capital
New York
$1.09M -$39.8K -720 -4%
PT
272
Plimoth Trust
Massachusetts
$1.08M -$120K -2,171 -10%
CA
273
Centerpoint Advisors
Massachusetts
$1.07M -$27.1K -490 -2%
AWA
274
Alta Wealth Advisors
Massachusetts
$1.06M +$1.06M +19,233 New
AC
275
Alexandria Capital
Virginia
$1.06M -$13.4K -242 -1%